Change Task Workflow Overview
Below is an overview of creating a Change Task and managing the workflow:
- The Creator navigates to Contents → Unified Change Management → Change Orders → click Edit → go to the Affected Items tab and right-click on one or more → click Create a Change Task.
- Prepare Change Task: The Creator enters the Change Task Title. The Affected Items tab is prepopulated with an Affected Item(s) selected in Change Order. The Creator can also add more Affected Items from the Change Order if needed. Once ready, the Creator casts their vote:
- Execute Change: Moves the Change Task to the Confirm Change Order Is In Work step.
- Cancel: Sets the Change Task to Canceled if it’s no longer required.
- Confirm Change Order Is In Work: It is a stage where Change Tasks wait for Change Orders to be in the In Work state. Once the Change Order goes to In Work, the Change Task automatically goes to the next stage. Manual votes are not needed.
- Execute Change Task: Assigned Team Members implement the change. They update Affected Items (content, properties, and relationships). Once finished, they cast their vote:
- Submit for Review: Sends the executed change to Verify Implementation.
- Confirm Fast Track: Moves directly to completion without additional review.
- Cancel: Sets the Change Task to Canceled if it’s no longer required.
- Review Change Task: Team Managers review the implementation of the changes. They cast their vote:
- Complete Change: Approves the implementation and finalizes the Change Task.
- Re-execute Change: Sends the task back to Execute Change Task for corrections.
- Complete Change: The Change Task is finalized.
